Retirement Wealth Solutions LLC ORLY — OREILLY AUTOMOTIVE INC

Ownership history in Retirement Wealth Solutions LLC  ·  7 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported OREILLY AUTOMOTIVE INC (ORLY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows ORLY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in OREILLY AUTOMOTIVE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ORLY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORLY stock page Retirement Wealth Solutions LLC fund profile Retirement Wealth Solutions LLC full holdings
How Retirement Wealth Solutions LLC held ORLY — position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 423 — 0% 0.02% $39K 2026-07-07 $86.65
2026 Q1 REDUCED 32.9% -2.3% ✅ 423 -207 -32.9% 0.02% $39K 2026-04-07 $91.36
2025 Q4 UNCHANGED — — — 630 — 0% 0.04% $57K 2026-01-07 $90.85
2025 Q3 REDUCED — — — 630 -15 -2.3% 0.04% $68K 2025-10-08 $100.76
2025 Q2 ADDED — — — 645 +602 +1400.0% 0.04% $58K 2025-07-07 $92.67
2025 Q1 ADDED — — — 43 +5 +13.2% 0.05% $62K 2025-04-08 $87.68
2024 Q4 INITIATED — — — 38 — — 0.04% $46K 2025-01-15 $80.27

🏢 Other funds also holding ORLY

As of 2026 Q2 — sorted by position size

CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 2.04% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.83% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.63% EASTERN BANK 3Y 7Y 0.38% Central Pacific Bank - Trust Division 0.22% Dynamic Advisor Solutions LLC 3Y 7Y 0.14% GAMMA Investing LLC 0.1% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.09% Versant Capital Management, Inc 3Y 7Y 0.06% Silverleafe Capital Partners, LLC 3Y 7Y 0.06%

FAQ About Retirement Wealth Solutions LLC and ORLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning ORLY?

Retirement Wealth Solutions LLC reported ORLY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ORLY position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for ORLY was 0.05% in 2025 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Wealth Solutions LLC reported 423 shares, equal to 0.02% of portfolio, with an estimated market value of $39K.

What does the chart on this ORLY ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly ORLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Retirement Wealth Solutions LLC time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, Retirement Wealth Solutions LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on ORLY relative to SPY over the holding period was -11.3%.

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